Jobs in Canada

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Added 15 mins ago
DO
Financial Operations Manager
Department of Energy and Economic Diversification
Perth South, ON
- Full-time
We are looking for an experienced finance professional with substantial experience in financial services and a strong working knowledge of government finance legislation, including the…
Added 15 mins ago
LH
Occupational Therapist
Lifemark Health Group
AB · Edmonton, AB
- Full-time
…meaningful clinical work and wants to make a tangible difference for people navigating chronic pain and psychological trauma. You’ll join a highly supportive interdisciplinary team and work…
Added 15 mins ago
LH
Occupational Therapist
Lifemark Health Group
Sherwood Park, AB
- Full-time
Knowledge of current Occupational Therapy standards, modalities and scope of practice; or an equivalent combination of education, training and experience.
Added 15 mins ago
AH
Licensed Practical Nurse
Alberta Health Services
Coronation, AB
- Part-time
…will have the opportunity to make a difference in the lives of people in your community. Reporting to the Care Manager, you will use your strong assessment, organizational, and leadership…
Added 15 mins ago
AH
Manager
Alberta Health Services
Medicine Hat, AB
- Temporary
The Manager, Clinical Operations, working in close partnership with their Director, is accountable for the delivery of high quality, accessible, sustainable, patient and family-focused care…
Added 15 mins ago
AH
Licensed Practical Nurse
Alberta Health Services
Viking, AB
- Temporary
…the Licensed Practical Nurse (LPN) reporting to the Home Care Manager, you will have the opportunity to make a difference in the lives of people in your community. Reporting to the Care…
Added 15 mins ago
AH
Registered Nurse
Alberta Health Services
Three Hills, AB
- Part-time
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Added 15 mins ago
YR
Financial Analyst
York Region (The Regional Municipality of York)
Newmarket, ON
- Contract
…municipalities, is as beautiful, interesting and diverse as our people. Local government is organized in a two-tier structure and we work together with our local municipalities to provide…
Added 15 mins ago
AH
Registered Nurse - Direct Continuing Care
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Temporary
Assisted Living Alberta is dedicated to Enhancing Care in the Community, helping people be healthy, well and independent in their homes and communities. For more information Assisted Living…
Added 45 mins ago
MD
Community Development Officer
Muscular Dystrophy Canada
Vancouver, BC
- Full-time
Muscular Dystrophy Canada is looking for a Community Development Manager based in the Vancouver/Lower Mainland region to strengthen our relationships, fundraising and presence across…
Added 1 hour ago
LH
Physiotherapist
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Trenton, ON
- $36.92 to $54.14 CAD / hour
- Full-time
…you'll be an educator, motivator, and problem-solver, lifting people up, meeting people where they are in their health journeys, sharing knowledge, and delivering top-quality,…
Added 1 hour ago
AS
Senior Manager RCI & CAPA - Clinical development/GCP experience
Alphanumeric Systems
Mississauga, ON
- $49 CAD / hour
- Contract
Alphanumeric is hiring a Senior Manager RCI & CAPA - Clinical development/GCP experience to work on-site in Mississauga, ON, for one of the biggest Pharmaceutical companies in the world,…
Added 1 hour ago
IB
Senior Quality Engineering Manager
Invisia BPO
NB · Chiasson Office, NB
- Full-time
We are looking for a hands-on Senior Quality Engineering Manager to implement, lead and continuously improve our Quality Engineering function. This is a functional leadership role, not…
Added 1 hour ago
CG
Clinical Scholar - Permanent Full-Time (2026-240)
Collingwood General and Marine Hospital
Collingwood, ON
- Full-time
Reports to: Manager, Quality, Safety and Professional Practice
Added 1 hour ago
TC
Brand Manager
The Clorox Company
Brampton, ON · The Clorox Company of Canada-Head Office
- Full-time
Clorox is the place that’s committed to growth – for our people and our brands. Guided by our purpose and values, and with people at the center of everything we do, we believe every one of…
Added 1 hour ago
Controller
Dentons
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · Calgary, AB
Dentons Canada is committed to its people and communities. We are consistently recognized as an employer of choice having received numerous awards including being selected as one of…
Added 2 hours ago
SA
Accounting and Finance Administrator
SSP America
Kelowna, BC
- Full-time
Performs any other duties as assigned by Manager.
Added 2 hours ago
Peer Support Worker
Lookout Housing and Health Society
Surrey, BC
The Peer Support Worker – Intensive Case Management Team, reports to the Health Programs Manager, or designate. The position works in accordance with the mission and philosophy of Lookout…
Added 2 hours ago
Program Resource Worker
Lookout Housing and Health Society
Vancouver, BC
Must have current Occupational First Aid Level 1 Certificate
Added 2 hours ago
LH
Registered Massage Therapist
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Kelowna, BC
- Full-time
…you'll be an educator, motivator, and problem-solver, lifting people up, meeting people where they are in their health journeys, sharing knowledge, and delivering top-quality,…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Penticton, BC
- Internship
…agriculturalists at its weekly farmer’s market, Penticton has it all. Come experience this incredible lifestyle for…
Added 2 hours ago
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Family Practitioner/General Practitioner
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Penticton, BC
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…agriculturalists at its weekly farmer’s market, Penticton has it all. Come experience this incredible lifestyle for…
Added 2 hours ago
Operations Administrative Support Officer
City of Vancouver
Vancouver, BC
In coordination with the NMHO Facilities Manager prepares purchase orders for routine maintenance, service calls, materials and supplies, etc. Coordinates vendor site visits for quote and…
Added 3 hours ago
PC
External Audit Manager (Bilingual FR/EN)
Pwc Canada
Montreal, QC
- Full-time
Demonstrated progressive experience at the Manager level working with a range of external audit clients in a professional services firm
Added 3 hours ago
BC
Manager of Subcontracts
Bechtel Corporation
Calgary, AB
- Other
Differentiated by the quality of our people and our relentless drive to deliver the most successful outcomes, we align our capabilities to our customers' objectives to create a lasting…

Aviso

Bilingual Estates Specialist

Toronto, ON, Canada

$60,000 to $70,000 CAD / year · Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Pay: $60,000 to $70,000 CAD / year
Job type: Full-time
Apply by: May 4, 2027
Experience: Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations
Posting language: English
Posted: Oct 11, 2026

Original job description

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We're looking to fill an opening for a Bilingual Estates Specialist to join our Operations team.

Reporting to the Supervisor Operations, Estates, the Bilingual Estates Specialist is responsible for the review, preparation, settlement, and taxation filing of client estate accounts. This role is responsible for delivering on our Service Level Agreements and work with partners to resolve escalations in an urgent and efficient manner.

As oneaviso:

We Care - You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
We Dare -You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
We Share - You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Performs estates settlements, journal processing, issuance of tax documents for estates accounts, address estate related inquiries/issues per internal deadlines
Ensures all information and request channels are current and up to date (e.g. requests for OSM, Laserfiche, mailbox)
Proactively offers assistance and maintains a positive attitude as a member of the team and works closely with other Operational teams
Reviews current processes of MFDA and IIROC estate settlements and pro-actively make recommendations for improvement
Ensures training checklist is up to date and current
Provide regular status and immediately highlights if there are any items in backlog so resources can be allocated
Reviews and ensures the following are current: MFDA and IIROC checklists, departmental procedures and manuals per trustee or regulatory changes
Actively participates in IIAC Committee meetings and remains current on CRA, RQ, HRSDC and trustee regulations through the review of legislation, press releases, and industry information bulletins
Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service
Resolve problems at first point of contact where possible

Requirements

Your experience and skills:

Post-secondary education
Minimum of 5 years' financial industry experience, preferably in Estates, Registered Plans or Operations
Industry knowledge of MFDA, IIROC, CRA and RQ rules and regulations preferred
Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
Extremely detail oriented and accurate with a focus on quality assurance
Ability to work independently and in a team environment
Outstanding customer service focus
Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
Intermediate to advanced computer skills in Word, Outlook, Excel
Experience with Dataphile is an asset
Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
Ability to work EST/PST standard hours

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.

Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits to meet the diverse needs of our employees
Generous vacation time, fitness benefit, parental leave top-up options
Matching contributions to our retirement program
Commitment to the continuous improvement of our staff through learning & development and an education assistance program
Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $55,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Apply on LinkedIn About employer

More about this job

Responsibilities

Review, prepare, settle, and process tax filings and documents for client estate accounts, while handling related inquiries and meeting service deadlines. Maintain current procedures and regulatory knowledge, identify process improvements and backlogs, and provide timely support to partners and the Estates Contact Centre.

Requirements

Requires post-secondary education and at least five years of financial industry experience, preferably in estates, registered plans, or operations. Candidates should have knowledge of relevant industry and tax regulations, strong analytical, organizational, and customer service skills, intermediate-to-advanced Microsoft Office skills, and fluency in written and spoken English and French.

Skills

Estate Settlement
Financial Operations
Registered Plans
Tax Document Processing
Regulatory Compliance
Problem Solving
Analytical Skills
Quality Assurance
Customer Service
Time Management
Organization
Microsoft Word
Microsoft Outlook
Microsoft Excel
Dataphile
English And French Fluency

Benefits

Health Benefits
Dental Benefits
Insurance Benefits
Vacation Time
Fitness Benefit
Parental Leave Top-Up
Learning And Development
Education Assistance Program
Social Events

Visa sponsorship

Not detected in the job text

Keywords

Estate Accounts
Estate Settlement
Financial Operations
Registered Plans
Tax Filing
Tax Documents
MFDA
IIROC
IIAC
CRA
RQ
HRSDC
Regulatory Compliance
Trustee Regulations
Service Level Agreements
Journal Processing
Dataphile
Laserfiche
OSM
Microsoft Word
Microsoft Outlook
Microsoft Excel
Quality Assurance
Process Improvement
Partner Inquiries
Bilingual Communication

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Work requirements

Jobs in Canada